ALTFEST L J & CO INC
Top Portfolio Positions
182 positions ·
$289,598,082 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
107,743 | $27,344,095 | 9.44% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
1,168,854 | $17,690,605 | 6.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,788 | $10,842,248 | 3.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,985 | $9,993,835 | 3.45% | |
| NVDA |
Nvidia Corp
Technology
|
54,709 | $9,541,249 | 3.29% | |
| MSFT |
Microsoft Corp
Technology
|
25,041 | $9,269,426 | 3.20% | |
| OLP |
One Liberty Properties Inc
Real Estate
|
356,763 | $7,656,133 | 2.64% | |
| GLD |
Spdr Gold Trust
|
13,990 | $6,019,757 | 2.08% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
17,063 | $5,766,440 | 1.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,834 | $5,540,209 | 1.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SRG
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,398 | 71,672 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $232,934 | 71,672 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $183,166 | 43,098 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $86,541 | 28,098 | Shares | Sole | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||